Småbolag

Småbolag EUR – Small Cap fund

Småbolag EUR – Small Cap fund

A Small Cap fund for you who believe in small and medium-sized companies in the Swedish and other Nordic stock markets.

Overview

An investment in the fund gives you a broad focus on small and medium-sized Swedish companies. Lannebo Småbolag has more than 20 years of history and is actively managed, which means that the fund’s managers analyze companies, meet company management and use their influence as owners to create the best possible conditions for a good risk-adjusted return. The companies in which the fund invests may have a market capitalization that amounts to a maximum of 1 percent of the Swedish stock market’s total market capitalization at the time of investment.

The fund is suitable for those who:

  • Has an investment horizon of at least five years.
  • Believe in small and medium-sized companies in the Swedish and Nordic stock markets.
  • Believe in active management and investments based on a clear understanding of each individual company.
Factsheet
Prospectus

Lannebo

Småbolag EUR – Small Cap fund

Risk information

Past performance is no guarantee of future returns. The money you invest in a fund can both increase and decrease in value and it is not certain that you will get back the full amount invested.

Historical return

1 day

-0.68%

Since start

59.86%

This year

5.50%

5 years

38.85%

Basic fund facts

Start date05/02/2016
ISINSE0008040885
Open for tradeDaily
Ongoing costs*1.7%
Risk5/7

Ongoing costs consist of management fees and other administrative or operating costs (an estimate based on actual costs over the past year) and transaction costs (an estimate of costs incurred when a fund buys and sells securities).